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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,403 | $104,937-71.0% | $84,628-64.1% | $152,897-80.1% |
| Participation rate | 16.7% | 74.8%-58.2pp | 68.2%-51.6pp | 82.5%-65.8pp |
| Annual return | 188.71% | 373.88%-185.2pp | 258.80%-70.1pp | 345.43%-156.7pp |
| Employer contribution / active EE | $1,364 | $3,303-58.7% | $2,653-48.6% | $4,764-71.4% |
| Participant deferral / active EE | $3,158 | $4,690-32.7% | $3,900-19.0% | $5,851-46.0% |
| Admin fee / account holder | $123 | $6,243-98.0% | $4,914-97.5% | $11,599-98.9% |